Getting Started

Quick Tour : Your first 10 minutes with Sam

•  First part: quick tour of how the Kanban cards work.
  
•  Second part: Create your first project with new tasks.
  

It is very easy to try Sam and sign up for your trial.
You do not need a credit card, only your email, and it takes 1 minute.

When you access Sam9000 for the first time you will be in My Kanban Today.
This is where Sam9000 shows your own scheduled tasks.
It comes with three tasks already created in it:
Welcome, I am Sam, Read the “Getting Started Guides and Try to upload a file.

These are “dummy tasks” to give you an idea of what the Kanban looks like. You can get rid of them once you are more familiar with how Sam works.

To get familiar with how Sam9000 works you can try the following things:

1. Drag and drop cards to the different columns Started, Test/Deliver and Done/Finalized.
Don’t worry you can go wrong; you can drag and drop them back to Scheduled by Sam

2. Click Edit on one of the cards. This will open a panel on the right and show the task’s details.

Create your first project with tasks

For this tutorial we will take the case of a product specialist, Ann, using Sam9000 to organize the different projects needed to develop a new line of product.

Step One: create a new project
For each product launch Ann usually needs to deal with several projects in parallel. For this tutorial, we will focus on what she would need to do herself only. In more advanced tutorials we will explore how she interacts with the other coworkers in her team.

The first thing she needs to do is create the different projects to organize the product launch.

• Digital Catalog
• Sales marketing tools
• ERP system programming
• Prototype validation (not related to this launch)
• Rep and Order entry training.
  

To create a new project, click on Projects in the top bar menu.
This brings you in Team Kanban where you will see project Sam: Getting Started already there.

Click on + Project to create a new Digital Catalog project

A window will appear prompting you to select a Type of project. Select Team Project.
In project name below enter: Digital Catalog and click on Save

Step Two: Create tasks

In the next step Ann creates tasks for her digital catalog project.

• Select best template for new catalog.
  
• Make list of new products to add, remove and modify.
• Contact technical team to get 3D drawings and specs.
• Prepare excel spreadsheet with pricing.

To do this, still in Team Kanban, click on the Open button of your newly created project card Digital catalog.

This will bring you inside the new Digital Catalog project where you can start adding tasks to it:

Click on the + Task button and add the first task

Do the same for the 3 other tasks:

Once the tasks are created, Ann can choose what tasks she will focus on next. She drags and drops these tasks she into Soon/Now.

This last step is very important.
It tells Sam to schedule these tasks. The other two tasks are still in the project and ready to be activated when Ann will be ready to work on them.

Based on this intent you have shown using the board, Sam will schedule the tasks. Soon, they will appear on Ann’s dashboard with other tasks from other projects she is working on.

This concludes this quick tour. Thank you for trying Sam!

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Sam is very intuitive. If you have questions, use the support function in the help (?) menu.
The best way to learn Sam is to try things out, push buttons and see what happens. Follow our quick start guides to see some typical operations you will need.

Here are some more articles to get you going further...
Maybe it is also useful to read an overview of SAM9000.


Quick start - How to install Sam as a PWA web app on Windows, Mac, Linux or iPhone or Android phone?
It is possible to use Sam in its own window, with its own shortcut. This makes it super easy to keep it opened while you are working in other windows. No need to keep a tab in your web browser. Sam gets its own window. On smartphones, it acts exactly like any other apps, except you do not need the mac store or google play store. This is the same next gen system used by the Spotify, Twitter light and other apps.

If you have ANY question, Sam is always ready to help. Send an email to support@sam9000.com or use the support request form on this site.